Administrative Assistant at Sanlam Group

What will you do?

• Checking all Mandates and FICA for completion
• Opening of all new accounts on BDA, XPLAN & MAIA
• Processing account and mandate amendments on BDA, XPLAN & MAIA
• Processing account closures
• Loading of fees
• Mailbox management and distribution of tasks
• Reviewing new accounts and client maintenance changes
• Dealing with all client queries
• Assist with monthly payments
• Assist with the processing of journals
• Assist with the checking of accounts for funds for monthly payments
• Attend to and resolve queries
• Assist with adhoc requests / tasks

What will make you successful in this role?

• Experience within Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification And Experience

• Tertiary and/or industry related qualification would be an advantage (with Finance/ Accounts)
• Matric (essentially with Maths / Accounting an advantage)
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within financial services industry is essential

Knowledge And Skills

• Computer literacy - MS Office
• Working knowledge of BDA / MAIA an advantage
• Knowledge of a private client process and procedures
• Knowledge of the back office functioning and advantage

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• High level of critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results